How do I add or customise payment types?

When you mark an invoice as paid you will need to specify how the invoice was paid, for example by:

  • Cash
  • Cheque
  • PayPal etc

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You can add as many alternate payment types as you wish, and edit any existing ones (apart from protected payment types.

To add or edit payment types click on the menu at the top left and of WriteUpp go to Fields under Settings & Tools:

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To add a Payment Type click on +Add:

Image_2018-11-15_at_11.17.49_am.pngAlternatively to change or deactivate a payment type click on the pencil icon at the end of a row:

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You'll then be able to edit the name of the payment type and define whether it is active or inactive in Edit Payment Type box:

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NOTE: Active Payment types will appear as an option in the Payment Types dropdown when you register a payment against an invoice.  Any Payment Types marked as Inactive won't be visible in this dropdown. 

 

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